Anic Equity¶
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Total return since start: 0.612 %¶
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Equity now: -----------------------------> 49239.52 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43308.93 Kr¶
PnL: ---------------------------------------> -1566.65 Kr¶
DD now: ---------------------------------> -7.306 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 16:07:04.484304'
Benchmark comparison¶
OMXS30 DJUS NDX DAX
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -2.320000 | 1511.830000 | 88.830000 | 6.240000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.970000 | 925.800000 | 13.800000 | 1.510000 | 912.000000 |
| JM | 7 | 3.460000 | 963.200000 | 13.200000 | 1.390000 | 950.000002 |
| Nederman Holding | 1 | 0.000000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Atrium Ljungberg B | 5 | -0.550000 | 898.500000 | -5.500000 | -0.610000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Eastnine | 6 | -1.280000 | 646.800000 | -10.200000 | -1.550000 | 657.000000 |
| ASSA ABLOY B | 4 | -0.810000 | 980.800000 | -12.200000 | -1.230000 | 993.000000 |
| BioGaia B | 8 | -1.420000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| INVISIO | 15 | -0.420000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Biotage | 1 | -0.830000 | 131.900000 | -17.100000 | -11.480000 | 149.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3816.000000 | -18.000000 | -0.470000 | 3834.000000 |
| OX2 | 12 | -0.470000 | 886.800000 | -22.200000 | -2.440000 | 909.000000 |
| Bufab | 3 | -0.620000 | 1051.800000 | -24.200000 | -2.250000 | 1076.000001 |
| Alimak Group | 12 | -0.370000 | 979.200000 | -27.800000 | -2.760000 | 1007.000004 |
| Vitrolife | 3 | -1.460000 | 648.600000 | -28.400000 | -4.190000 | 677.000001 |
| AcadeMedia | 20 | -1.820000 | 948.400000 | -29.600000 | -3.030000 | 978.000000 |
| Investor B | 3 | -0.290000 | 627.000000 | -31.000000 | -4.710000 | 657.999999 |
| Latour B | 4 | -0.920000 | 822.000000 | -34.000000 | -3.970000 | 856.000000 |
| Sandvik | 4 | -1.070000 | 813.200000 | -34.800000 | -4.100000 | 848.000000 |
| Vitec Software Group B | 2 | -0.840000 | 1067.000000 | -37.000000 | -3.350000 | 1104.000000 |
| Sagax A | 4 | 0.000000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Byggmax Group | 33 | -0.640000 | 928.620000 | -38.380000 | -3.970000 | 966.999990 |
| Hexatronic Group | 15 | -0.840000 | 1032.600000 | -38.400000 | -3.590000 | 1071.000000 |
| EQT | 4 | 0.770000 | 834.000000 | -39.000000 | -4.470000 | 873.000000 |
| Sagax B | 4 | -1.120000 | 846.000000 | -39.000000 | -4.410000 | 885.000000 |
| Addnode Group B | 7 | -0.960000 | 864.500000 | -40.500000 | -4.480000 | 904.999998 |
| Gränges | 10 | -2.060000 | 998.000000 | -41.000000 | -3.950000 | 1039.000000 |
| Platzer Fastigheter Holding B | 12 | 0.000000 | 909.600000 | -41.400000 | -4.350000 | 951.000000 |
| SKF B | 5 | -0.770000 | 937.250000 | -42.750000 | -4.360000 | 980.000000 |
| Catena | 2 | -0.050000 | 762.400000 | -43.600000 | -5.410000 | 806.000000 |
| Hoist Finance | 36 | -1.470000 | 966.600000 | -44.400000 | -4.390000 | 1010.999988 |
| HEXPOL B | 8 | -0.090000 | 886.400000 | -70.600000 | -7.380000 | 957.000000 |
| Hexagon B | 26 | -1.050000 | 3303.300000 | -116.700000 | -3.410000 | 3420.000012 |
| Orrön Energy | 170 | -2.500000 | 1926.100000 | -119.900000 | -5.860000 | 2045.999980 |
| VEF | 788 | -0.360000 | 1761.970000 | -141.030000 | -7.410000 | 1903.000300 |
| Sedana Medical | 93 | 0.580000 | 2576.100000 | -407.480000 | -13.660000 | 2983.577733 |
| TOTAL | 43321.870000 | -1553.710000 | -7.28062% | 44875.578016 |
Updated:¶
'2023-06-22 16:05:11.017982'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
